StockDriftsStockDriftsTop 50 Curated Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC | 21.02% | 2.20M | $255.4M | +91.38%(+1.05M) | $84.85(+30.76%) | 2026-09-30 | |
| ARES | ARES MANAGEMENT CORPORATION | 13.87% | 1.45M | $168.5M | +968.29%(+1.32M) | $110.45(+2.31%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 6.5% | 112.7K | $79.0M | -96.82%(-3.43M) | $630.72(+11.71%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.44% | 54.8K | $41.8M | -89.07%(-446.42K) | $659.24(+16.27%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.17% | 930.2K | $38.5M | -65.13%(-1.74M) | $37.32(+10.70%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.43% | 88.7K | $29.5M | -87.07%(-596.72K) | $261.64(+31.07%) | 2026-09-30 | |
| GSSC | GOLDMAN SACHS ETF TR | 2.21% | 313.2K | $26.9M | -80.28%(-1.28M) | $81.84(+3.62%) | 2026-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.19% | 671.1K | $26.7M | -75.70%(-2.09M) | $37.03(+2.86%) | 2026-09-30 | |
| DSCO | DOUBLELINE ETF TRUST | 1.71% | 851.2K | $20.8M | -91.38%(-9.02M) | $24.87(-2.15%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.7% | 90.6K | $20.7M | -28.19%(-35.57K) | $146.81(+47.87%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.84% | +43.67% | +8.29% | +48.91% |
| Top 20 Holdings Unweighted | +11.57% | +38.89% | +5.96% | +33.58% |
Curated Wealth Partners LLC reports $1.22B in US-listed equity holdings across 567 positions in its most recent 13F filing. Its largest disclosed positions are APO (21.0%), ARES (13.9%) and VOO (6.5%). The top 20 holdings account for 66.62% of reported assets. Its disclosed equity book has returned +43.67% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Curated Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1781284). View Curated Wealth Partners LLC’s 13F filings on SEC